Focused Wealth Management’s CrowdStrike CRWD Stock Holding History

Focused Wealth Management’s Portfolio CRWD Stock Details CRWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$734K	Sell	3,848 -204	-5%	-$29K	0.06%	103
2026 Q1	$395K	Buy	+4,052	New	+$429K	0.04%	130
2024 Q2	–	Sell	-784	Closed	-$62.8K	–	240
2024 Q1	$62.8K	Buy	784 +164	+26%	+$12.6K	0.01%	192
2023 Q4	$39.6K	Hold	620	–	–	0.01%	336
2023 Q3	$25.9K	Hold	620	–	–	﹤0.01%	377
2023 Q2	$22.8K	Sell	620 -156	-20%	-$5.43K	﹤0.01%	419
2023 Q1	$26.6K	Buy	776 +180	+30%	+$5.21K	0.01%	394
2022 Q4	$15.7K	Buy	596 +20	+3%	+$684	﹤0.01%	464
2022 Q3	$24K	Hold	576	–	–	0.01%	361
2022 Q2	$24K	Buy	576 +40	+7%	+$1.81K	﹤0.01%	372
2022 Q1	$30K	Buy	536 +60	+13%	+$2.79K	﹤0.01%	366
2021 Q4	$24K	Sell	476 -420	-47%	-$25.6K	﹤0.01%	465
2021 Q3	$55K	Buy	896 +220	+33%	+$14.2K	0.01%	370
2021 Q2	$42K	Buy	676 +160	+31%	+$8.61K	0.01%	400
2021 Q1	$24K	Buy	516 +400	+345%	+$21.2K	﹤0.01%	475
2020 Q4	$6K	Hold	116	–	–	﹤0.01%	626
2020 Q3	$4K	Buy	+116	New	+$3.38K	﹤0.01%	630

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Focused Wealth Management's CRWD Position: Q2 2026 in Review

Focused Wealth Management reduced its CrowdStrike (CRWD) stake by 5% in Q2 2026, selling an estimated $29K and leaving 3,848 shares worth $734K. The position accounts for 0.06% of the portfolio, ranked #103.

Focused Wealth Management first reported a position in CRWD in Q3 2020 and has held it in 17 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Focused Wealth Management held 3,848 shares of CrowdStrike worth $734K as of Q2 2026.
Focused Wealth Management sold 204 CrowdStrike shares in Q2 2026, an estimated $29K.
CrowdStrike made up 0.06% of Focused Wealth Management's portfolio in Q2 2026, its #103 holding.
Focused Wealth Management first reported a position in CrowdStrike in Q3 2020 and has held it in 17 quarters since.
2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.